Remote Financial Advisor & Life Planner | Elite Training

AIA Philippines; Metro Manila; Hybrid; PHP 1,016,000 - 1,216,000; Full time

Benefits offered by this job

Next Gen Advisor Program

Next Gen Elite Program

Cash incentives

Travel incentives

World class trainings

Earnings up to 100k monthly

Job summary

AIA Philippines is hiring a Financial Advisor/Life Planner for a full-time hybrid role in Metro Manila. You will deliver financial planning, retirement planning, and investment guidance, engaging clients to assess needs and develop personalized plans. Ongoing advisory services help clients reach their financial goals.

Fresh graduates and professionals are welcome. Flexible work setup includes some work-from-home options, with strong training and earnings potential through commissions,

Qualifications

• Bachelor's degree preferred in Finance-related field.
• Experience or exposure to financial planning is a plus.
• Strong communication and interpersonal skills.

Responsibilities

• Provide financial planning, retirement planning, and investment advice to clients.
• Assess clients' financial needs and develop personalized financial plans.
• Provide ongoing financial advisory services to help clients achieve financial goals.

Skills

Financial Planning

Retirement planning

Finance and Investments knowledge

Financial Advisory skills

Interpersonal communication

Independent work

Remote work ability

Leadership and sales

Networking

Insurance industry knowledge

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

(none)

Job description

AIA Philippines is hiring a Financial Advisor/Life Planner for a full-time hybrid role in Metro Manila. You will deliver financial planning, retirement planning, and investment guidance, engaging clients to assess needs and develop personalized plans. Ongoing advisory services help clients reach their financial goals.

Fresh graduates and professionals are welcome. Flexible work setup includes some work-from-home options, with strong training and earnings potential through commissions,